Physician Wealth Solutions Inc. Portfolio Stock Holdings
Physician Wealth Solutions Inc. disclosed 45 stock positions valued at approximately $263.8 million in its latest SEC 13F filing. The largest holdings include DIMENSIONAL ETF TRUST, DIMENSIONAL ETF TRUST, and DIMENSIONAL ETF TRUST. The filing reflects positions held as of June 30, 2026 and was filed on July 13, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 45
- Portfolio Value
- $263.8M
Holdings by Sector
Physician Wealth Solutions Inc. Portfolio Holdings in Q2 2026
44 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFAU | Other | 14.41% | 735,418 | +21,655 | +3.03% | $38,013,771 |
| DIMENSIONAL ETF TRUST | DFCF | Other | 8.69% | 542,729 | +20,027 | +3.83% | $22,908,580 |
| DIMENSIONAL ETF TRUST | DFIP | Other | 7.24% | 462,726 | +34,812 | +8.14% | $19,089,744 |
| DIMENSIONAL ETF TRUST | DFSV | Other | 6.05% | 411,042 | -8,329 | -1.99% | $15,944,316 |
| DIMENSIONAL ETF TRUST | DFEM | Other | 5.20% | 337,691 | -9,419 | -2.71% | $13,723,771 |
| AMERICAN CENTY ETF TR | AVRE | Other | 5.10% | 283,674 | -5,350 | -1.85% | $13,440,458 |
| DIMENSIONAL ETF TRUST | DFUS | Other | 4.90% | 157,689 | - | - | $12,921,037 |
| DIMENSIONAL ETF TRUST | DFIC | Other | 4.80% | 339,783 | -3,550 | -1.03% | $12,660,318 |
| AMERICAN CENTY ETF TR | AVUV | Other | 4.57% | 96,685 | +3,409 | +3.65% | $12,062,379 |
| VANGUARD MUN BD FDS | VTEB | Other | 4.44% | 231,559 | +2,567 | +1.12% | $11,712,254 |
| DIMENSIONAL ETF TRUST | DISV | Other | 4.20% | 276,090 | -8,339 | -2.93% | $11,079,483 |
| AMERICAN CENTY ETF TR | AVDE | Other | 3.82% | 112,850 | +4,409 | +4.07% | $10,066,251 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 3.17% | 172,397 | +10,043 | +6.19% | $8,349,199 |
| AMERICAN CENTY ETF TR | AVDV | Other | 2.98% | 76,304 | +3,450 | +4.74% | $7,863,159 |
| AMERICAN CENTY ETF TR | AVEM | Other | 2.78% | 75,871 | -1,182 | -1.53% | $7,320,784 |
| AMERICAN CENTY ETF TR | AVUS | Other | 2.06% | 42,521 | +1,344 | +3.26% | $5,446,091 |
| DIMENSIONAL ETF TRUST | DFAT | Other | 1.94% | 73,270 | -217 | -0.30% | $5,121,563 |
| DIMENSIONAL ETF TRUST | DFGR | Other | 1.83% | 166,172 | +27,132 | +19.51% | $4,814,017 |
| DIMENSIONAL ETF TRUST | DFAS | Other | 1.65% | 52,865 | - | - | $4,352,904 |
| ISHARES TR | MUB | Other | 1.01% | 24,681 | -388 | -1.55% | $2,656,169 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.77% | 3,500 | -30 | -0.85% | $2,033,185 |
| VANGUARD BD INDEX FDS | BIV | Other | 0.76% | 26,285 | -541 | -2.02% | $2,016,031 |
| SCHWAB STRATEGIC TR | SCHP | Other | 0.72% | 72,007 | - | - | $1,908,196 |
| SCHWAB STRATEGIC TR | SCHB | Other | 0.54% | 49,224 | -1,395 | -2.76% | $1,425,522 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 0.53% | 31,222 | -40,524 | -56.48% | $1,384,996 |
| VANGUARD INDEX FDS | VTI | Other | 0.41% | 2,888 | -8 | -0.28% | $1,068,676 |
| VANGUARD MALVERN FDS | VTIP | Other | 0.40% | 20,831 | +496 | +2.44% | $1,046,341 |
| ISHARES TR | IAGG | Other | 0.29% | 15,241 | - | - | $771,195 |
| VANGUARD BD INDEX FDS | BSV | Other | 0.27% | 9,245 | - | - | $720,278 |
| DIMENSIONAL ETF TRUST | DFNM | Other | 0.26% | 14,392 | -517 | -3.47% | $695,637 |
| VULCAN MATLS CO | VMC | Basic Materials | 0.24% | 2,105 | - | - | $620,996 |
| DIMENSIONAL ETF TRUST | DFAX | Other | 0.23% | 16,734 | -15,553 | -48.17% | $616,463 |
| VANGUARD SCOTTSDALE FDS | VGSH | Other | 0.21% | 9,594 | -120 | -1.24% | $558,371 |
| ISHARES TR | SHV | Other | 0.18% | 4,222 | -63 | -1.47% | $465,898 |
| DIMENSIONAL ETF TRUST | DFUV | Other | 0.17% | 8,307 | - | - | $456,968 |
| DIMENSIONAL ETF TRUST | DFGX | Other | 0.17% | 8,200 | - | - | $439,477 |
| VANGUARD INDEX FDS | VV | Other | 0.13% | 1,015 | - | - | $349,069 |
| VANGUARD INDEX FDS | VUG | Other | 0.12% | 3,823 | +3,186 | +500.16% | $329,325 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.12% | 1,285 | - | - | $306,267 |
| ISHARES U S ETF TR | NEAR | Other | 0.11% | 5,485 | - | - | $277,870 |
| DIMENSIONAL ETF TRUST | DFSU | Other | 0.10% | 5,800 | - | - | $270,454 |
| AMERICAN CENTY ETF TR | AVES | Other | 0.10% | 3,977 | - | - | $260,891 |
| DIMENSIONAL ETF TRUST | DUHP | Other | 0.10% | 6,238 | - | - | $260,312 |
| NETFLIX INC. | NFLX | Communication Services | 0.08% | 3,030 | - | - | $216,342 |